PECK FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PECK FOUNDATION INC (EIN 52-2169632)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-02
IRS object ID
201903069349100200
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-02T12:54:55-00:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Adam Chavis & Company PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522169632EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peck Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPECKBusinessNameControlTxt
Phone4105260822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristine PeckPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2019-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam ChavisPreparerPersonNm
Phone4105260822PhoneNum
Preparation2019-11-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.143.214.25IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-02IPDt
IP Tm15:35:28IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC4B581CE597C149C87FC4B195F83F026D955C096AtSubmissionCreationDeviceId
At Submission Filing Device IdC4B581CE597C149C87FC4B195F83F026D955C096AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,892,056FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$118,120ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,468InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,468InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,889DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,889DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$325,722NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,198,511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$325,722CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$449,199TotalRevAndExpnssAmt
Total Net Invst Incm$331,079TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,325AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,325AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,325AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$1,402TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,402TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$1,402TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,402TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,727TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,727TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,727TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,727TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$121,720ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$121,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,447TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,727TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,727TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$125,447TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$323,752ExcessRevenueOverExpensesAmt
Net Investment Income$327,352NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$700,950CashBOYAmt
Cash EOY$1,892,056CashEOYAmt
Cash EOYFMV$1,892,056CashEOYFMVAmt
Corporate Stock BOY$740,367CorporateStockBOYAmt
Corporate Bonds BOY$132,228CorporateBondsBOYAmt
Total Assets BOY$1,573,545TotalAssetsBOYAmt
Total Assets EOY$1,892,056TotalAssetsEOYAmt
Total Assets EOYFMV$1,892,056TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$1,573,545CapitalStockBOYAmt
Capital Stock EOY$1,892,056CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,573,545TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,892,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,573,545TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,892,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,573,545TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$323,752ExcessRevenueOverExpensesAmt
Subtotal$1,897,297SubtotalAmt
Other Decreases$5,241OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,892,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY STCG attachedP2018-01-012018-12-31$224,496$193,386$31,110$31,110
BNY LTCG attachedP2009-01-162018-12-31$974,015$679,403$294,612$294,612
FieldValueIRS element (for citing)
Capital Gain Net Income$325,722CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$31,110NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$92,459AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,437,580NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.064316DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,353AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,495,901NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.067085DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,939AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,397,707NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.063632DistributionYr3Rt
Adjusted Qlfy Distri Yr4$75,294AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,441,924NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.052218DistributionYr4Rt
Adjusted Qlfy Distri Yr5$101,079AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,243,370NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.081294DistributionYr5Rt
Total Distribution000.328545TotalDistributionRt
Average Distribution000.065709AverageDistributionRt
Net Vl Noncharitable Assets$1,814,425NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$119,224AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,274NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$122,498AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$125,447QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,274InvestmentIncomeExciseTaxAmt
Subtotal$3,274SubtotalAmt
Tax Based On Investment Income$3,274TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,521EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,521TotalPaymentsAndCreditsAmt
Original Return Tax Paid$6,521OriginalReturnTaxPaidAmt
Es Penalty$10EsPenaltyAmt
Overpayment$3,237OverpaymentAmt
Applied To ES Tax$3,237AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksChristine PeckIndividualWithBooksNm
Phone4105260822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
J Stevenson Peck Jr
3105 W Leigh StRichmondVA23230President000.00$0
Annabella Dunne
c/o 11905 Whispering Oak CtReisterstownMD21136VP000.00$0
Christine Peck
c/o 11905 Whispering Oak CtReisterstownMD21136Sec/Treas000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,842,056AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,842,056TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,842,056AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,631CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,814,425NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,274TaxBasedOnInvestmentIncomeAmt
Total Tax$3,274TotalTaxAmt
Distributable Before Adj$87,447DistributableBeforeAdjAmt
Distributable Before Ded$87,447DistributableBeforeDedAmt
Distributable As Adjusted$87,447DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,447ExpensesAndContributionsAmt
Qualifying Distributions$125,447QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,274PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$122,173AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,447DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$39,752ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,664ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,018ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,226ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,270ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$117,930TotalExcessDistributionCyovAmt
Qualifying Distributions$125,447QualifyingDistributionsAmt
Applied To Current Year$87,447AppliedToCurrentYearAmt
Remaining Distri From Corpus$38,000RemainingDistriFromCorpusAmt
Total Corpus$155,930TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$39,752ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$116,178ExcessDistriCyovToNextYrAmt
Excess From Year4$4,664ExcessFromYear4Amt
Excess From Year3$21,018ExcessFromYear3Amt
Excess From Year2$26,226ExcessFromYear2Amt
Excess From Year1$26,270ExcessFromYear1Amt
Excess From Current Year$38,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See attached scheduleBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14126 Third StreetAddressLine1Txt
CityDetroitCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48201ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeFulfill Organizational Charitable PurposeGrantOrContributionPurposeTxt
Amt$121,720Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$121,720TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ Stevenson Peck Inter Vivos CLTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Total Contributions$118,120TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAdam Chavis Company PACategoryTxt
Amt$2,325Amt
Net Investment Income$2,325NetInvestmentIncomeAmt
Adjusted Net Income$2,325AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,325DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOther - TaxDesc
Amt$5,241Amt

Taxes Schedule TaxesSchedule

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